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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,346 | $64,920-36.3% | $103,693-60.1% | $86,983-52.5% |
| Participation rate | 53.7% | 63.6%-9.9pp | 72.6%-19.0pp | 69.5%-15.9pp |
| Annual return | 13.42% | 30.29%-16.9pp | 47.61%-34.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,172 | $3,241-2.1% | $4,579-30.7% | $4,194-24.4% |
| Admin fee / account holder | $6,877 | $6,191+11.1% | $7,858-12.5% | $7,856-12.5% |